Purchases and Sales Made in Q1 2025 in Ishares Tr Esg Advanced Total (EUSB)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced Total (EUSB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED TOTAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 2526.8% |
$5.92M - $6.11M
|
146K
$6.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
105KNew |
$4.43M - $4.57M
|
105K
$4.57M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.5K+ 69.98% |
$2.84M - $2.93M
|
164K
$7.11M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
64.6K+ 34.09% |
$2.72M - $2.81M
|
254K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 11.42% |
$2.05M - $2.12M
|
476K
$20.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.3K+ 11.31% |
$1.65M - $1.71M
|
387K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.4K+ 748.9% |
$1.57M - $1.63M
|
42.4K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
31.8K+ 7.4% |
$1.34M - $1.38M
|
462K
$20M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.2KNew |
$1.31M - $1.35M
|
31.2K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.3K+ 139.88% |
$937K - $968K
|
38.2K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
20.7K+ 645.3% |
$869K - $898K
|
23.9K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.3K+ 27.51% |
$811K - $837K
|
89.3K
$3.88M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 60.48% |
$679K - $701K
|
42.8K
$1.86M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 6.93% |
$604K - $624K
|
222K
$9.61M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
13.5K+ 68.53% |
$569K - $588K
|
33.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
11.4KNew |
$479K - $495K
|
11.4K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
11.4K+ 5.47% |
$479K - $495K
|
220K
$9.53M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$456K - $471K
|
10.8K
$470K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.73KNew |
$409K - $422K
|
9.73K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.44KNew |
$355K - $367K
|
8.44K
$366K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.08K+ 1.51% |
$340K - $351K
|
543K
$23.6M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
7.99K+ 36.52% |
$336K - $347K
|
29.9K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.55K+ 33.38% |
$317K - $328K
|
30.1K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
7.52KNew |
$316K - $327K
|
7.52K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.35K+ 69.59% |
$309K - $319K
|
17.9K
$777K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
7.01KNew |
$295K - $305K
|
7.01K
$304K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.94K+ 3.46% |
$292K - $301K
|
207K
$8.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.34KNew |
$267K - $275K
|
6.34K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.01KNew |
$253K - $261K
|
6.01K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.99K+ 19.16% |
$252K - $260K
|
37.2K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.4KNew |
$227K - $234K
|
5.4K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.11KNew |
$215K - $222K
|
5.11K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$207K - $214K
|
4.93K
$214K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.89K+ 4.56% |
$205K - $212K
|
112K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.86KNew |
$204K - $211K
|
4.86K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.68KNew |
$197K - $203K
|
4.68K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.66K+ 15.64% |
$154K - $159K
|
27K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.23K+ 53.2% |
$136K - $140K
|
9.29K
$403K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.07K+ 7.59% |
$129K - $133K
|
43.5K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.02K+ 1.97% |
$127K - $131K
|
156K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.83K+ 7.12% |
$119K - $123K
|
42.5K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.72K+ 11.0% |
$114K - $118K
|
27.5K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 1939.29% |
$114K - $118K
|
2.86K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 29.15% |
$114K - $117K
|
12K
$519K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.65KNew |
$111K - $115K
|
2.65K
$115K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.96K+ 17.97% |
$82.3K - $85K
|
12.8K
$557K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.66K+ 2.39% |
$69.8K - $72.1K
|
71K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 4.24% |
$64.9K - $67.1K
|
38K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.51KNew |
$63.5K - $65.5K
|
1.51K
$65.5K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.48K+ 12.82% |
$62.1K - $64.1K
|
13K
$564K
|